Nasdaq - Delayed Quote USD

Franklin Mutual Financial Services Fund (TMFSX)

28.47 -0.04 (-0.14%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.23%
5y Average Return 6.66%
Number of Years Up 19
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 24.50%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 24.50%
Worst 3Y Total Return -3.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TMFSX
Category
YTD
11.30%
23.64%
1-Month
8.26%
-3.05%
3-Month
11.30%
5.29%
1-Year
32.63%
61.45%
3-Year
7.56%
10.74%
5-Year
7.81%
14.55%
10-Year
6.56%
11.64%
Last Bull Market
55.98%
28.35%
Last Bear Market
-11.21%
-25.24%

Annual Total Return (%) History

Year
TMFSX
Category
2024
--
--
2023
11.21%
--
2022
-5.71%
--
2021
22.74%
--
2020
-7.66%
-1.15%
2019
18.15%
28.39%
2018
-17.35%
-14.21%
2017
12.50%
16.72%

2016
10.79%
19.09%
2015
7.30%
-0.87%
2014
9.93%
4.90%
2013
24.50%
34.57%
2012
18.67%
24.77%
2011
-10.13%
-15.12%
2010
11.69%
11.13%
2009
13.64%
25.26%
2008
-40.63%
-43.91%
2007
-9.60%
-11.64%
2006
18.52%
16.90%
2005
13.06%
6.74%
2004
14.46%
14.02%
2003
28.87%
33.56%
2002
-1.20%
-10.28%
2001
11.15%
-2.05%
2000
31.08%
27.74%
1999
3.67%
-1.79%
1998
6.12%
6.05%
1997
--
47.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.30% -- -- --
2023 -6.67% 3.44% -0.61% 15.91%
2022 -2.36% -11.21% -5.17% 14.70%
2021 15.11% 1.76% 3.82% 0.93%
2020 -37.31% 14.72% 0.92% 27.22%
2019 7.30% 2.89% 0.00% 7.01%
2018 -2.78% -2.31% 0.87% -13.73%
2017 1.02% 3.98% 3.67% 3.31%
2016 -6.78% -1.26% 5.80% 13.77%
2015 2.72% 4.28% -5.41% 5.90%

2014 0.59% 3.23% 1.90% 3.89%
2013 8.16% 1.90% 5.07% 7.51%
2012 9.52% -2.45% 6.49% 4.30%
2011 4.00% -0.81% -17.59% 5.72%
2010 5.06% -8.14% 6.43% 8.74%
2009 -6.85% 10.83% 17.71% -6.49%
2008 -13.28% -10.73% -8.09% -16.57%
2007 3.29% 1.79% -8.56% -5.98%
2006 10.37% -5.06% 5.57% 7.14%
2005 -1.72% 4.08% 3.10% 7.20%
2004 4.80% -2.23% 2.63% 8.84%
2003 -2.58% 13.00% 4.34% 12.19%
2002 8.24% -0.38% -11.12% 3.08%
2001 1.96% 11.23% -7.65% 6.12%
2000 -1.99% 2.63% 21.93% 6.88%
1999 -0.16% 12.36% -7.17% -0.45%
1998 17.11% -0.97% -17.92% 11.49%
1997 9.73% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 2
3-Month 24
1-Year 36
3-Year 47
5-Year 66

Load Adjusted Returns

1-Year 31.63%
3-Year 7.56%
5-Year 7.81%
10-Year 6.56%

Performance & Risk

YTD Return 10.23%
5y Average Return 6.66%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family Franklin Templeton Investments
Net Assets 374.88M
YTD Return 11.30%
Yield 1.08%
Morningstar Rating
Inception Date Aug 19, 1997

Fund Summary

The fund invests at least 80% of its net assets in securities of financial services companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value). It may invest in foreign securities without limit.

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